Brooke Forest Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brooke Forest Capital LLC serves individual clients, including high-net-worth individuals, with ongoing portfolio management and financial planning. The firm manages roughly $26.15 million across 29 client relationships, operates as a single-advisor practice with no additional staff, and does not impose an account minimum.
The firm documents each client’s goals and risk tolerance in an Investment Policy Statement, generally seeks discretionary trading authority, and employs a mix of analytic approaches—fundamental, quantitative, technical/charting, cyclical analysis, and modern portfolio theory—across both long- and short-term trading horizons. While equities are the primary recommendation, portfolios may include mutual funds, ETFs (including precious-metal ETFs), fixed income and TIPS, real estate funds/REITs, annuities, commodities, non-U.S. securities, private placements and venture capital, and BFCLLC maintains policies to allocate limited-availability opportunities (e.g., IPOs) equitably.
Noteworthy distinctions include that the firm’s representative is a licensed insurance agent who may receive compensation for insurance product sales, a disclosed conflict of interest, and the firm requires clients to custody assets at Schwab Institutional, through which it may receive research and other institutional services. BFCLLC does not participate in wrap fee programs, does not accept performance-based fees, and does not aggregate trades for multiple client accounts, a practice that can affect execution and pricing.
Client services
Expertise
Fee options
Financial planning fixed fees range from $1,500 to $5,000
1.50% annually
$500 per hour
Main office
11175 Cicero Dr, Suite 100
Alpharetta GA 30022
Advisors at this office
1
Most active in
Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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